Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.93K+ 39.95% |
$39K - $40.6K
|
6.76K
$144K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.08K- 0.63% |
$62.2K - $64.7K
|
488K
$10.4M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 21.1% |
$97K - $100K
|
27.7K
$591K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.43K+ 22.83% |
$48.9K - $50.6K
|
13.1K
$279K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
29.4K+ 17.26% |
$590K - $610K
|
199K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.8KNew |
$599K - $619K
|
29.8K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.67KNew |
$194K - $201K
|
9.67K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.04K - $8.32K
|
400
$8.54K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
17.5K+ 6.87% |
$351K - $363K
|
272K
$5.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.2KNew |
$1.95M - $2.02M
|
97.2K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
877+ 6.53% |
$17.6K - $18.2K
|
14.3K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.13K+ 5.67% |
$22.7K - $23.4K
|
21K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
272New |
$5.47K - $5.66K
|
272
$5.8K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
179+ 2.87% |
$3.6K - $3.72K
|
6.41K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 6.72% |
$36.8K - $38.1K
|
25.4K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.1KNew |
$304K - $315K
|
15.1K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$211K - $219K
|
10.5K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23KNew |
$24.8K - $25.6K
|
1.23K
$26.3K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 4.99% |
$37.6K - $38.9K
|
39.4K
$841K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.2K+ 1.85% |
$246K - $254K
|
674K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$78.8K - $81.5K
|
3.92K
$83.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
919New |
$18.5K - $19.1K
|
919
$19.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.7K+ 10.37% |
$457K - $473K
|
242K
$5.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$245K - $254K
|
12.2K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.02KNew |
$20.4K - $21.1K
|
1.02K
$21.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.3KNew |
$207K - $214K
|
10.3K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.13K+ 13.57% |
$62.9K - $65.1K
|
26.2K
$559K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$24.2K - $25.3K
|
1.2K
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
628New |
$12.7K - $13.3K
|
628
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
48.2K+ 38.25% |
$978K - $1.02M
|
174K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4K+ 26.14% |
$81.1K - $84.8K
|
19.3K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$44.1K - $46.1K
|
2.18K
$46.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.5K+ 25.71% |
$91.3K - $95.4K
|
22K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
450New |
$9.13K - $9.54K
|
450
$9.6K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
15.6KNew |
$317K - $331K
|
15.6K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$791 - $827
|
39
$832
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
800New |
$16.2K - $17K
|
800
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
500+ 82.78% |
$10.1K - $10.6K
|
1.1K
$23.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5.25KNew |
$106K - $111K
|
5.25K
$112K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1K+ 74.81% |
$205K - $214K
|
23.6K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.31KNew |
$46.8K - $48.9K
|
2.31K
$49.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-215K- 70.55% |
$4.32M - $4.57M
|
89.7K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
53K+ 3.39% |
$1.07M - $1.13M
|
1.62M
$34.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
729New |
$14.7K - $15.5K
|
729
$15.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
249New |
$5.01K - $5.3K
|
249
$5.31K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.15K+ 30.39% |
$63.3K - $66.9K
|
13.5K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
285K+ 27.99% |
$5.73M - $6.06M
|
1.3M
$27.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151K+ 60.56% |
$3.04M - $3.21M
|
400K
$8.54M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.79KNew |
$197K - $208K
|
9.79K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11.9KNew |
$240K - $253K
|
11.9K
$254K
|
|